Creating Custom Forms and Surveys in Your CMS

Businesses need to pay attention to more than just the aesthetics of their website as they work to increase their digital presence. User engagement and data collection are equally crucial aspects of website management that require careful attention. One effective way to achieve these goals is by creating custom forms and surveys within your CMS.

Custom forms and surveys are a great way to interact with your audience and gather valuable information. They might help you in finding more about your client’s requirements and preferences. Custom forms and surveys can also be utilized for a wide range of objectives, including lead generation, feedback from customers, event registration, and a lot more.

The advantages of creating custom forms and surveys, the various forms and surveys you can develop, and how to do so using your CMS are all covered in this tutorial. We will also discuss some best practices for creating effective forms and surveys.

The Benefits of Custom Forms and Surveys

Custom forms and surveys are excellent tools for connecting with your audience and collecting insightful information. The following are some advantages of adding personalized forms and surveys to your website:

User Engagement:

You can interact more actively with your audience by using custom forms and surveys. By asking for their feedback or allowing them to cast their votes in a poll, you can provide your website visitors with a more unique and interesting experience.

Data Collection: 

Custom forms and surveys can help you collect valuable data about your customers, such as their preferences, interests, and demographics. This information may be used to improve every part of your business strategy, create targeted advertising campaigns, and enhance your goods and services.

Lead Generation: 

Custom forms and surveys can also be used for lead generation. You may grow your list of subscribers and produce leads for your company by requesting contact details or providing something for free in return for an email address.

Types of Custom Forms and Surveys

There are several types of custom forms and surveys that you can create for your website. Several of the most typical kinds are listed below:

Contact Forms:

Contact forms are a simple way for website visitors to get in touch with you. They usually include fields for name, email, phone number, and message.

Feedback Forms: 

Feedback forms are designed to collect feedback from your customers about your products or services. They may include questions about the quality of your products or customer service. It will also help you to understand the problem that the customers are facing regarding your product or services.

Polls and Surveys: 

Polls and surveys are used to gather opinions and preferences from your audience. They can be used for various purposes, such as product research, customer satisfaction surveys, or event planning.

Registration Forms: 

Registration forms are used to collect information from attendees for an event, webinar, or course. They may include fields for name, email, phone number, and other relevant information.

Creating Custom Forms and Surveys in Your CMS

Creating custom forms and surveys in your CMS is a straightforward process. Here are some steps to follow:

Choose a Form or Survey Plugin: 

Most CMS platforms have form and survey plugins that you can use to create custom forms and surveys. Some popular options include Gravity Forms, Contact Form 7, and WPForms.

Install and Activate the Plugin: 

Once you have chosen your plugin, install and activate it on your website. It enables you to create forms and surveys efficiently. Make sure to select the right and most convenient plugins that fulfil the purpose that you are making for.

Create a New Form or Survey: 

Once the plugin is installed, you can create a new form or survey by following the plugin’s instructions. You can customize the form or survey by adding fields, changing the layout, and adjusting the design.

Embed the Form or Survey on Your Website: 

By simply copying the code given by the plugin, you can embed a form or survey on your website after it has been produced.

Best Practices for Creating Custom Forms and Surveys

There are some recommended practices you ought to stick to in order to make sure that your personalized forms and surveys are successful:

Keep it Simple:

Keep your surveys and form fields short and straightforward. Avoid adding too many fields or asking for too much information, as this can deter users from filling them out.

Make it User-Friendly: 

Make sure that your surveys and questionnaires are simple to use and navigate. Use clear and concise language, and organize your fields logically.

Provide Clear Instructions: 

Provide clear instructions for completing your forms and surveys. This can include tooltips, help text, or even a short video tutorial.

Use Visuals: 

Use visuals such as images or icons to make your forms and surveys more visually appealing and engaging because 80% of users attract through visuals such as images or graphics. Make sure to select the right visuals that are related to the form that you are making.

Test and Optimize:

Test your forms and surveys regularly and optimize them based on the results. This can help you improve their effectiveness over time.


Using your CMS to build individual forms and surveys is a powerful method to interact with your audience, get useful information, and create leads for your company. You can build efficient forms and surveys that can assist you accomplish your business objectives by adhering to the best practices described in this article. Whether not give it a shot right now and discover the advantages for yourself.

In conclusion, custom forms and surveys are valuable tools for any business looking to improve its website engagement and gather important data. With the variety of types available, from contact forms to registration forms, there is a form or survey suitable for any business need.

By utilizing plugins available in your CMS, creating custom forms and surveys is an accessible and straightforward process. The challenge lies in designing them effectively. Following best practices such as keeping the forms simple, making them user-friendly, providing clear instructions, and using visuals will enhance the success of your forms and surveys.

Businesses can learn about the requirements, interests, and viewpoints of their customers by using bespoke forms and surveys. This information is essential for enhancing goods and services, which raises client retention and contentment.

So, if you haven’t already, start using custom forms and surveys on your website right away. With their benefits, ease of creation, and abundance of types available, it’s a no-brainer for businesses looking to boost engagement and gather data.

Related Posts

Leave a Reply

Your email address will not be published. Required fields are marked *